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San Luis Obispo, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealthmap Planning, Professional Corporation | San Luis Obispo | CA | 08/2025 | Present |
| Harris Farms, Inc. | Coalinga | CA | 01/2025 | 04/2026 |
| Harris Farms, Inc. | Coalinga | CA | 01/2024 | 12/2024 |
| Harris Farms, Inc. | Coalinga | CA | 02/2020 | 12/2023 |
| Mindbody, Inc. | San Luis Obispo | CA | 08/2019 | 02/2020 |
| Harris Farms, Inc. | Coalinga | CA | 01/2018 | 08/2019 |
| Harris Farms, Inc. | Coalinga | CA | 10/2014 | 12/2017 |
| Harris Farms, Inc. | Coalinga | CA | 04/2026 | Present |
Paul Crosbie is currently employed as Director of Tax & Special Projects at Harris Farms, Inc. Harris Farms, Inc. is not an investment related business. The nature of this business is farming and hospitality. Harris Farms, Inc is located at 23300 W. Oakland Ave, Coalinga, CA 93210. This activity accounts for approximately 50% of Paul Crosbie's time, or 100 hours per month. This includes 5 hours per day, 3 days per week during trading hours. Paul Crosbie has had a relationship with Harris Farms, Inc. since October 2014. The role of Director of Tax & Strategy involves overseeing tax for the corporation. Clients of WMP are not involved in, nor are they solicited to participate in this outside business activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-16 |
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